IWA

IBEX Wealth Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 43.53%
This Quarter Est. Return
1 Year Est. Return
+43.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.15M
3
+$6.22M
4
OKE icon
Oneok
OKE
+$6.06M
5
TFC icon
Truist Financial
TFC
+$5.25M

Top Sells

1
+$7.5M
2
+$6.28M
3
+$5.68M
4
ABT icon
Abbott
ABT
+$5.53M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.42M

Sector Composition

1 Technology 21.53%
2 Financials 12.5%
3 Real Estate 7.44%
4 Communication Services 7.33%
5 Healthcare 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.8%
26,432
+1,110
52
$3.86M 0.77%
245,901
-12,916
53
$3.84M 0.77%
28,659
-510
54
$3.82M 0.76%
28,807
-898
55
$3.72M 0.74%
238,538
-13,253
56
$3.71M 0.74%
34,398
+2,925
57
$3.69M 0.74%
58,661
+812
58
$3.67M 0.73%
182,723
+9,394
59
$3.63M 0.73%
226,551
+21,920
60
$3.55M 0.71%
94,838
+4,520
61
$3.48M 0.69%
17,763
-82
62
$3.45M 0.69%
+27,560
63
$3.38M 0.68%
22,447
+8,242
64
$3.37M 0.67%
+7,865
65
$3.35M 0.67%
218,369
-3,601
66
$3.19M 0.64%
14,080
+514
67
$3.16M 0.63%
+5,752
68
$3.06M 0.61%
165,851
+11,289
69
$2.99M 0.6%
31,908
-1,226
70
$2.97M 0.59%
95,810
+7,383
71
$2.86M 0.57%
60,365
+2,784
72
$2.82M 0.56%
26,930
+5,064
73
$2.82M 0.56%
+56,558
74
$2.77M 0.55%
+7,813
75
$2.49M 0.5%
35,373
+3,227
1 2
3
4 5